How to Use Trello to Organize and
Manage Tasks and Team Projects
What is Trello?
FREE and EASY tool to
organize your tasks and
projects
“Digital” corkboard where you
can move notes as a task or
project progresses
Allows you a bird‟s eye view
of a project and its
progression
Enables you to
communicate with team
members on a card
Allows you to keep
projects in ONE PLACE,
on ANY device
TUTORIAL CONTENTS
• Creating a Trello Account
• Trello Elements
• Creating a Board
• Creating Cards
TUTORIAL CONTENTS
• Editing Cards
• Customizing Boards
• Collaborate
• Trello Tricks
Creating a Trello
Account
Go to www.trello.com
Creating a Trello Account
Fill in details
Creating a Trello Account
Go to your email to confirm
Creating a Trello Account
Open confirmation email
Creating a Trello Account
Activate your Trello account
Creating a Trello Account
The virtual „corkboard‟ that is Trello
Creating a Trello Account
Trello Elements
Trello Elements
• Boards
• Lists
• Cards
What is a Trello Board?
Trello Element: BOARD
Trello Element: BOARD
…a clean slate and
represents your project
A Trello BOARD is…
Trello Element: BOARD
…a list of lists filled with
CARDS
A Trello BOARD is…
Trello Element: BOARD
…a place to organize
tasks on LISTS
A Trello BOARD is…
Trello Element: LIST
…keeps cards organized
in their stages of
progress
A LIST…
Trello Element: LIST
…can be used to create a
workflow
A LIST…
Trello Element: LIST
…may serve as a
repository of ideas
A LIST…
Trello Element: LIST
…can be moved across
lists as a task
progresses
A LIST…
Trello Element: CARD
…basic or fundamental
unit of a board
A CARD…
Trello Element: CARD
…represents a task or an
idea
A CARD…
Trello Element: CARD
You can add as many cards
to a board as you want
Creating a Board
Creating a Board
Add new board
Creating a Board
Think of a name for task/project
Creating a Board
If the task will involve a team,
Creating a Board
Create new task/project (team)
Creating a Board
Choose privacy setting for
task/project
Creating a Board
Choose privacy setting for
task/project
Creating a Board
Create new task/project
Creating a Board
Create new task/project
Creating Lists
Creating LISTS
Create lists under new
task/project
Creating LISTS
Give list a name to represent
tasks under it
Creating Cards
Creating CARDS
Create card/s under lists
Creating CARDS
Create as many cards as the list
requires
CARDS
LIST
Creating CARDS
Example board with lists and
cards
Editing Cards
Editing CARDS
Customize cards to contain
specifics and facilitate
collaboration
Editing CARDS
The Four Main Sections of a
„Card‟s Back‟:
1. Description
2. Comments and Activity
3. Add
4. Actions
Editing CARDS
Choose card to edit
Editing CARDS
Locate the 4 main sections
List of
add-
ons
and
actions
for card
chosen
Editing CARDS
Section: Description
Editing CARDS
Section: Comments
Editing CARDS
Section: Activity Feed
Editing CARDS
Section: Add
More tools!
Editing CARDS, Add due date
Adding due dates
Editing CARDS, calendar
See set due date in Calendar
Editing CARDS, calendar
Calendar view (monthly)
Editing CARDS, calendar
Calendar view (weekly)
Editing CARDS
Section: Actions
Move card to any board or list
Copy card to any board or list
A member can subscribe to be
notified of any actions on the card
Archive finished cards (can be
retrieved later)
Customizing Boards
Customizing Boards, Power Ups
Menu>POWER UPS
Customizing Boards, Power Ups
Menu>Power Ups>Calendar
Gives access to Trello calendar
view
Customizing Boards, Power Ups
Menu>Power Ups>Card Aging
Shows „age‟ of
card
Customizing Boards, Power Ups
Menu>Power Ups>Voting
Customizing Boards, Labels
Menu>More>Labels
Use Labels
to
Categorize
Cards
Customizing Boards, Labels
Menu>More>Labels
Search
and filter
cards here
Customizing Boards, Background
Menu>Change background
Collaborate
Collaborate, Add Members
Menu>Add members
Collaborate, Add Members
Menu>Add members
Allows members to see what
needs work…
Collaborate, Add Members
Menu>Add members
…what tasks they’re
responsible for…
Collaborate, Add Members
Menu>Add members
…and what’s done!
Collaborate, Add Members
Menu>Add members
Add members to a board or
a card…
Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card
Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card
Collaborate, Settings
Menu>More>Settings
Collaborate, Discuss
Discuss with your team
…using Comments (see
section on CARDS) and
Attachments
Your
Computer
Trello Tricks
Trello Tricks
Reminders
Trello sends notifications before a task is due, or for
any unread action (Bell icon turns red)
Trello Tricks
Templates
You can create project, task,
or presentation templates in
Trello
Trello Tricks
Templates
To Do: recurring tasks
Presentation: checklist
Project: same workflow
Trello Tricks
Templates(click card>Actions>Copy)
Trello Tricks
Templates(LIST Context Menu>Copy List)
***THIS COPIES THE ENTIRE LIST. YOU CAN
DO THE SAME WITH BOARDS!
Trello Tricks
Templates(Menu>More>Copy Board)
Trello Tricks
Copying items from another checklistClick Card>Add Checklist>Copy Items From
Trello Tricks
Make board show on top of boards list
Trello Tricks
Editing Your Profile
Trello Tricks
See Your Activity
Trello Tricks
See cards assigned to you
Trello Tricks
See account details, credentials, etc.
Trello Tricks
Make use of shortcuts
You can copy and paste lists
from Excel to Trello. Try it
and see magic happen!
Other Tricks in Trello‟s Bag
Yes, you can DRAG things
(cards, lists, and more) in
Trello!
Other Tricks
You can DRAG and DROP
URLs onto cards
Other Tricks
You can filter cards assigned
to you by pressing “Q”
Other Tricks
More tips and tricks?
Visit: https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-
tricks
Other Tricks
Trello Tricks
Trello is available
on Google Play or Itunes
Trello Tricks
Trello Integrations
Evernote is a power-up in Trello
Business Class
Trello Tricks
Trello Integrations
MailChimp is also a power-up in
Trello Business Class
Trello Tricks
More Trello Integrations
when you upgrade to Trello
Business Class!
HomeRunnerPhil‟s Super
Basic Tutorial ends here!
Check out my other tutorials:
www.phillinelatido.com
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